Capital Group PlanPremier401k 2024.12.18 (2024.12.18)

This application is designed exclusively for participants in Capital Group PlanPremier employer-sponsored retirement plans. It is not intended for use with other retirement, college savings, or individual investment accounts.

If you are uncertain whether this application is suitable for your plan, it is advisable to consult your employer.

The app offers several features to help you manage your retirement investments effectively, including the ability to:

• View essential account information such as:
  • A personalized estimate of your monthly retirement income
  • Your personal rate of return
  • Balances across investment options
  • Summary of transaction history
  • Future contribution allocations
  • Beneficiaries (if applicable)
  • Access and download plan forms
  • Upload documents to request specific account changes
  • Review your investment lineup
• Make permissible changes to your account:
  • Update your contribution amount
  • Adjust future contribution allocations
  • Exchange between funds or rebalance your account
  • Manage your beneficiaries
  • Enroll in your plan
  • Update your profile, including communication preferences, username, and password
  • Request a loan and view information about active loans

Capital Group has been committed to assisting investors in achieving long-term investment success since 1931, and this application serves as a tool to further that mission for its users.